Citi Wealth Planner

Citi

New York City, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
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Estate and gift tax planning
Income tax planning
Transition event planning
** The Citi Wealth Planner position at Citi in New York City involves collaborating with Private Bankers to offer customized wealth structuring services, including estate planning and tax-related solutions. Candidates must have a JD degree and at least eight years of experience in the trust and estate industry, demonstrating strong communication and problem-solving skills. **

Job Summary

  • The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services.
  • Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution.
  • In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Matching Summary

Match Score: 75

** The Citi Wealth Planner position at Citi in New York City involves collaborating with Private Bankers to offer customized wealth structuring services, including estate planning and tax-related solutions. Candidates must have a JD degree and at least eight years of experience in the trust and estate industry, demonstrating strong communication and problem-solving skills. **

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Estate and gift tax planning
  • Income tax planning
  • Transition event planning
  • Business succession planning
  • Charitable planning
  • Insurance planning

Nice-to-have

  • Creative problem-solving skills
  • Working through complex organizations
  • Superior client service delivery
  • Sharing best practices
  • Developing marketing materials

Key Requirements

  • JD degree required
  • Eight years trust and estate industry experience
  • Legal and tax issues proficiency
  • Strong communication skills
  • Proven presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter